Latest Institutional Purchases of Unum Group (UNM)
This list provides information on the latest institutional transactions involving Unum Group (UNM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
116New |
$2.82K - $4.74K
|
116
$8.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
2+ 0.23% |
$48.7 - $81.8
|
884
$64.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
2New |
$48.7 - $81.8
|
2
$147
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
139KNew |
$4.25M - $5.17M
|
139K
$10.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
36.8KNew |
$1.12M - $1.37M
|
36.8K
$2.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
25.3K+ 138.25% |
$772K - $940K
|
43.6K
$3.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
6KNew |
$183K - $223K
|
6K
$440K
|
|
|
Jul 28, 2022
Q2 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
6KNew |
$183K - $223K
|
6K
$440K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.62K+ 94.02% |
$49.4K - $60.2K
|
3.34K
$245K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
500New |
$15.3K - $18.6K
|
500
$36.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
237New |
$7.23K - $8.81K
|
237
$17.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
140New |
$4.27K - $5.2K
|
140
$10.3K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
82+ 1.09% |
$2.5K - $3.05K
|
7.6K
$557K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
77New |
$2.35K - $2.86K
|
77
$5.64K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
3New |
$91.6 - $111
|
3
$220
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
800KNew |
$20M - $25.4M
|
800K
$58.6M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
392New |
$9.8K - $12.5K
|
392
$28.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
35New |
$875 - $1.11K
|
35
$2.56K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 16.67% |
$25 - $31.8
|
7
$513
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
561New |
$12.6K - $16.1K
|
561
$41.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
119New |
$2.66K - $3.41K
|
119
$8.72K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
563New |
$13.2K - $16.2K
|
563
$41.3K
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
176New |
$4.12K - $5.07K
|
176
$12.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
94New |
$2.2K - $2.71K
|
94
$6.89K
|
|
| Q2 2021 | |||||||
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
CALL |
23KNew |
$622K - $734K
|
23K
$1.69M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
11.1KNew |
$301K - $355K
|
11.1K
$816K
|
|
|
Aug 13, 2021
Q2 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10.5KNew |
$284K - $335K
|
10.5K
$769K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
4KNew |
$108K - $128K
|
4K
$293K
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
2.71KNew |
$73.2K - $86.4K
|
2.71K
$198K
|
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
658New |
$17.8K - $21K
|
658
$48.2K
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
226New |
$6.11K - $7.21K
|
226
$16.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
45New |
$1.22K - $1.44K
|
45
$3.3K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
406New |
$8.97K - $12K
|
406
$29.7K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
289New |
$6.38K - $8.51K
|
289
$21.2K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
340New |
$5.63K - $8.25K
|
340
$24.9K
|
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
46New |
$762 - $1.12K
|
46
$3.37K
|
|
| Q3 2020 | |||||||
|
Oct 13, 2020
Q3 2020
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.05KNew |
$16.3K - $20.9K
|
1.05K
$76.9K
|
|
| Q1 2020 | |||||||
|
Oct 03, 2024
Q1 2020
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
46.1KNew |
$478K - $1.39M
|
46.1K
$3.37M
|
|
|
Apr 14, 2020
Q1 2020
|
Norway Savings Bank
|
BUY
|
- |
329+ 50.62% |
$3.42K - $9.94K
|
979
$71.7K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
PUT |
180KNew |
$4.51M - $6.22M
|
180K
$13.2M
|
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
35.4KNew |
$888K - $1.23M
|
35.4K
$2.59M
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
4.5K+ 42.86% |
$142K - $169K
|
15K
$1.1M
|
|
| Q4 2018 | |||||||
|
Jan 25, 2019
Q4 2018
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.7K+ 10.93% |
$429K - $633K
|
160K
$11.7M
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
31.6KNew |
$1.11M - $1.28M
|
31.6K
$2.32M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
6KNew |
$210K - $243K
|
6K
$440K
|
|
|
Nov 14, 2018
Q3 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
540New |
$18.9K - $21.9K
|
540
$39.6K
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
116New |
$4.06K - $4.7K
|
116
$8.5K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
81New |
$4.17K - $4.66K
|
81
$5.93K
|
|
| Q3 2017 | |||||||
|
Oct 30, 2017
Q3 2017
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
28KNew |
$1.3M - $1.44M
|
28K
$2.05M
|
|